Allied Trades Assistance Program FY2021 filing

Tax-deductible

Philadelphia, PA501(c)(3)Community DevelopmentEIN 23-2591093

The purpose of atap is to provide a referral service for members, retirees and their dependents of the building trades unions in the philadelphia area for mental health, drug and alcohol treatment.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$220K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $64K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
65%
of spending
Worth a look: 65% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$220K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
Cash reserves
24 mo
of spending, in cash
Looks good: 23.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$936K
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$990K
-72% vs prior year
Spent
$923K
To programs
65%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$990K
FY2021▼ -72%
Revenue by fiscal year
FY2020$3.6M
FY2021$990K
FY2022$1.1M
FY2023$1.1M
FY2024$1.3M
Expenses
$923K
FY2021▼ -72%
Expenses by fiscal year
FY2020$3.3M
FY2021$923K
FY2022$1.0M
FY2023$1.1M
FY2024$1.3M
Net assets
$1.1M
FY2021▲ +6%
Net assets by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.1M
FY2023$1.2M
FY2024$1.2M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $600K Management & general 35% · $323K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

22 people listed on the 990; $220K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$220,366Pt VII · Sec A
Member Board of Directors
$0Pt VII · Sec A
Member Board of Directors
$0Pt VII · Sec A
Member Board of Directors
$0Pt VII · Sec A
Member Board of Directors
$0Pt VII · Sec A
$0Pt VII · Sec A
Member Board of Directors
$0Pt VII · Sec A
Member Board of Directors
$0Pt VII · Sec A

Ken Serviss’s $224K as Executive Director is at the 73rd percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ken Serviss$223,815$202,772$194,285$220,366$160,311

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Allied Trades Assistance Program executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects building trades union members and families to mental health and addiction treatment services.

Provided by the organization

This section is blank until Allied Trades Assistance Program claims this page.

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1 program service account for $600K of program spending, described in the organization's own filed words · FY2021.
01

The purpose of atap is to provide a referral service for members, retirees and their dependents of the building trades unions in the philadelphia area for mental health, drug and alcohol treatment.

$600Kprogram expense

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$990K
Ln 12
Fees for servicesLn 2g$990K
Investment incomeLn 3$106
Money outPt IX
$923K
Ln 25
Programscol B$600K
Managementcol C$323K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$2.1M
LiabilitiesLn 26$936K
PeoplePt VI, VII
22
listed · VII A
PaidVII A1
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$990K
Investment incomeLn 3$106
Total revenueLn 12$990K
Assets in detailPt X, end of year
CashLn 1$1.0M
SavingsLn 2$781K
Cash and savings togetherLn 1–2$1.8M
Land, buildings, equipmentLn 10c$11K
Total assetsLn 16$2.1M
LiabilitiesLn 26$936K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 58
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.3M$1.8M
Land, buildings, equipmentLn 10c$18K$11K
Total assetsLn 16$1.7M$2.1M
LiabilitiesLn 26$680K$936K
Net assetsLn 32$1.1M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$237K$174K$62K
Other salaries and wagesLn 7$333K$245K$88K
Pension plan contributionsLn 8$60K$44K$16K
Other employee benefitsLn 9$31K$23K$8K
Payroll taxesLn 10$7K$4K$3K
Legal feesLn 11b$15K$15K
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$58K$10K$48K
Office expensesLn 13$49K$49K
Information technologyLn 14$44K$44K
OccupancyLn 16$30K$22K$8K
TravelLn 17$17K$17K
Conferences, conventions and meetingsLn 19$1K$1K
Depreciation, depletion and amortizationLn 22$7K$4K$2K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$13K$10K$3K
Total functional expensesLn 25$923K$600K$323K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.3M$1.3M−$13K$1.2M 990 PDF
FY2023 $1.1M$1.1M$30K$1.2M 990 PDF
FY2022 $1.1M$1.0M$25K$1.1M 990 PDF
FY2021 Viewing $990K$923K$68K$1.1M 990 PDF
FY2020 $3.6M$3.3M$212K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $990,364 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $990,258$990,258
VIII-3 Investment incomeExcluded from tax $106$106
VIII-12 Total revenueRelated to mission $990,258 · Unrelated business $0 · Excluded from tax $106$990,364
Part IX · Statement of functional expenses $922,572 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $174,101 · Management $62,465$236,566
IX-7 Other salaries and wagesPrograms $245,176 · Management $87,966$333,142
IX-8 Pension plan contributionsPrograms $44,392 · Management $15,928$60,320
IX-9 Other employee benefitsPrograms $23,090 · Management $8,284$31,374
IX-10 Payroll taxesPrograms $3,670 · Management $3,383$7,053
IX-11b Legal feesManagement $15,206$15,206
IX-11c Accounting feesManagement $15,000$15,000
IX-11g Other fees for servicesPrograms $10,000 · Management $48,000$58,000
IX-13 Office expensesManagement $49,325$49,325
IX-14 Information technologyPrograms $44,425$44,425
IX-16 OccupancyPrograms $22,112 · Management $7,933$30,045
IX-17 TravelPrograms $16,814$16,814
IX-19 Conferences, conventions and meetingsPrograms $1,370$1,370
IX-22 Depreciation, depletion and amortizationPrograms $4,441 · Management $2,392$6,833
IX-23 InsuranceManagement $4,322$4,322
IX-24 Other expenses (24a–d)Programs $10,077 · Management $2,700$12,777
IX-25 Total functional expensesPrograms $599,668 · Management $322,904 · Fundraising $0$922,572
Part X · Balance sheet $2,064,188 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $489,738$1,034,687
X-2 Savings and temporary cash investmentsStart of year $822,490$780,660
X-4 Accounts receivableStart of year $404,279$234,131
X-9 Prepaid expenses and deferred chargesStart of year $5,270$3,472
X-10c Land, buildings and equipment, netStart of year $18,071$11,238
X-16 Total assetsStart of year $1,739,848$2,064,188
X-17 Accounts payable and accrued expensesStart of year $35,469$25,166
X-19 Deferred revenueStart of year $52,831$79,682
X-25 Other liabilitiesStart of year $591,500$831,500
X-26 Total liabilitiesStart of year $679,800$936,348
X-27 Net assets without donor restrictionsStart of year $1,060,048$1,127,840
X-32 Total net assets or fund balancesStart of year $1,060,048$1,127,840
X-33 Total liabilities and net assetsStart of year $1,739,848$2,064,188
Part XI · Reconciliation of net assets $1,127,840 net assets at year end
XI-1 Total revenue$990,364
XI-2 Total expenses$922,572
XI-3 Revenue less expenses$67,792
XI-4 Net assets at start of year$1,060,048
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,127,840

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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